Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Vann Equity Management charges an annual fee based on a percentage of assets under management, as detailed in the fee schedule. Fees are negotiable based on various criteria. They also offer financial planning services for a fixed fee ranging from $1,000 to $20,000, or an hourly fee. Clients may incur additional charges from custodians, brokers, and third-party investment managers. Realized Financial sub-advisory fees are also charged based on a percentage of assets under management.
Areas of Practice
Advisor Information
Office location
4975 Preston Park Blvd #490, Plano, TX, 75093
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julie works as a part-time administrative assistant at Edward Jones, performing basic clerical and administrative duties since November 2023. This non-investment related activity takes about 10-20% of her time.